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UID:20250916T1921Z-1758050494.56-EO-20056-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260404T100545Z
CREATED:20250916T144336Z
LAST-MODIFIED:20250919T194245Z
DTSTART;TZID=America/New_York:20251021T163000
DTEND;TZID=America/New_York:20251021T183000
SUMMARY: Private Equity – Tax Credits for PE Funds and Portfolio Companies
DESCRIPTION: Join us for an exclusive session where tax specialists will br
 eak down the latest federal and state credit opportunities impacting privat
 e equity firms and their portfolio companies. From navigating recent change
 s in the One Big Beautiful Bill to assessing applicability across funds and
  holdings\, this […]
X-ALT-DESC;FMTTYPE=text/html: <p data-start="192" data-end="572">Join us fo
 r an exclusive session where tax specialists will break down the latest fed
 eral and state credit opportunities impacting private equity firms and thei
 r portfolio companies. From navigating recent changes in the One Big Beauti
 ful Bill to assessing applicability across funds and holdings\, this event 
 delivers practical guidance tailored to today’s investment landscape.</p><p
  data-start="574" data-end="816">You’ll gain clear strategies to identify a
 nd capture available credits\, leverage provisions under the Internal Reven
 ue Code and state statutes and maximize long-term value for your firm and L
 Ps—ensuring no opportunity is left on the table.</p><p><strong>Key Topics: 
 </strong></p><ul><li>Identifying and leveraging tax credits for private equ
 ity firms and portfolio</li><li>Understanding requirements and the qualific
 ation process</li><li>Organizing your data to substantiate potential credit
 s</li><li>Avoiding common pitfalls that prevent firms from realizing benefi
 ts</li></ul><p><strong>Who Should Attend:<br /></strong><span style="font-s
 ize: 16px\;">Structured and private credit investors\, fund managers\, priv
 ate equity and hedge fund executives\, portfolio managers\, GPs\, LPs\, CEO
 s\, CIOs\, CFOs\, CPAs\, treasurers\, controllers\, CCOs\, RIAs\, bankers\,
  prime brokers\, general counsel\, M&A attorneys\, private fund attorneys\,
  family offices</span></p><p><strong>Presenters: <br /></strong><em>PKF O'C
 onnor Davies<br /></em><a href="https://www.pkfod.com/people/nicholas-roche
 dieu/">Nicholas Rochedieu</a>\, JD - Partner\, State and Local Tax<br /><a 
 href="https://www.pkfod.com/people/victor-pena/">Victor M. Peña</a>\, CPA\,
  CGMA - Partner\, Financial Services Attest and LatAm Leader<br /><a href="
 https://www.pkfod.com/people/michael-provini/">Michael A. Provini</a>\, CPA
  - Partner\, Financial Attest<strong></strong></p><p><strong>Host: </strong
 ><br /><a href="https://www.pkfod.com/people/eric-gelb/">Eric P. Gelb</a>\,
  CPA\, Partner\, Financial Services - Outsourced CFO\, Advisory and Busines
 s Development<br /><a href="https://www.pkfod.com/people/nkrumah-pierre/">N
 krumah Pierre</a>\, Partner\, Financial Services</p><p><strong>CPE Credits:
  <br /></strong>1 CPE credit in Specialized Knowledge<br />No prerequisites
  or advance preparation required<br />Program Level: Basic<br />Delivery Me
 thod: Group Live</p><p><span style="font-size: 14px\;"><em>For information 
 regarding complaint and/or program cancellation policies\, please contact l
 &dsupport@pkfod.com. </em></span><br /><span style="font-size: 14px\;">PKF 
 O’Connor Davies is registered with the National Association of State Boards
  of Accountancy (NASBA) as a sponsor of continuing professional education o
 n the National Registry of CPE Sponsors. State Boards of Accountancy have t
 he final authority on the acceptance of individual courses for CPE Credit. 
 Complaints regarding registered sponsors may be submitted to the National R
 egistry of CPE Sponsors through its website: www.nasbaregistry.org.</span><
 /p>
CATEGORIES:Firm-Hosted Events
ORGANIZER;CN="Connor Durso":MAILTO:cdurso@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/private-equity-tax-credits-for-p
 e-funds-and-portfolio-companies/
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